John Ballon CWS®
President | Financial Advisor
With over 13 years of experience in the industry, John Ballon proudly serves as our President and Financial Advisor. In his day-to-day, John focuses on providing advanced planning for his clients while identifying areas of growth and opportunity for our firm.
To create a truly holistic planning experience for his clients, John partners with CPAs, attorneys and other professionals to help small business owners, dentists, physicians, veterinarians and families pursue financial freedom.
John’s primary goal when working with new clients is to establish a long-term, deep relationship that brings value and guidance to their financial lives. Every day, John assists his clients in finding creative ways to fund and help secure their financial futures.
Whether he’s in the office or traveling the world, John makes it a point to be accessible to his clients. He understands that when they pick up the phone to call, it’s about something that’s meaningful to them.
Just like his clients, John believes there are three things that matter most in life: faith, family and finances. In everything he does, John is dedicated to showing his boys how to live a life of love and peace, while paying it forward wherever he can.
Along with his wife, Dr. Tina Ballon, John is involved in several local and national organizations including:
- Perimeter Church
- Mercy Ministries
- St. Jude Children’s Hospital
- Wounded Warrior Project
- The Gary Sinise foundation
- Shriners Hospital
- The Athletic Atlanta Club
John, his wife Tina and their three sons live in Suwanee, Georgia. When he’s not busy coaching three different sports teams, he enjoys spending free time with his family and traveling together at least once a month.
John Ballon is a Registered Representative of First Allied Securities Inc. and an Investment Advisor Representative and First Allied Advisory Services. John is insurance licensed in Georgia and California. CA insurance license #OG99182.